Wealth Management Industry Awards: On the Red Carpet with Ray Hennessey

Published on September 30, 2024

Listen as Ray Hennessey, CEO of Vocatus, reveals how his firm helps advisors stand out in a crowded market

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Wealth Management Industry Awards: On the Red Carpet with Peter Nolan

September 30, 2024
Listen as Peter Nolan EVP, Strategic Sales & Partnerships, Pontera, shares how his firm empowers advisors to offer holistic, integrated advice on all client assets, including 401(k) plans

$700M Team Leaves Equitable to Launch RIA With Dynasty Support

September 30, 2024
A team of 14 professionals has launched Matauro, which will use Fidelity for custody and Purshe Kaplan Sterling Investments for brokerage business.